Financial Sense, LLC

Included in Our Full-Service Approach Financial Sense assumes full management and streamlines the bill payment process for you Invoices and statements come directly to us for payment Whether you’re home or away, your bills are paid on time, every time

Our team uses Quicken® to enter and reconcile your credit cards, personal checking, savings, loans, and other accounts This enables us to provide you with income and expense information that is vital for making informed financial decisions The more accounts we track, the more precise this information will be

Our team works with you, your wealth advisor, your CPA, and your estate attorney to ensure your day-to-day financial activities are aligned with your long-term goals At tax time, we proactively provide your accountant with year-end cash flow and transaction reports for preparation of your annual tax returns

Each month, Financial Sense provides you with a well-organized folder containing a suite of reports and graphs, bank statements, and all original paid invoices in chronological order The reports contain important information to aid you in making educated financial decisions

Our team gathers past spending figures to create a monthly budget for you, then we produce a comparison of actual spend versus your budget

We also generate forecasts and projections for future income and expenses, allowing us to develop strategies to meet your cash flow needs This is particularly helpful for our clients who receive commissions or bonuses

I missed a mortgage payment when I was away on business The late fee cost me almost $200 Thanks to Financial Sense I don’t have to worry about that anymore ” Financial Sense keeps track of spending and keeps monthly records for year end purposes They are excellent and reliable for all your money management ” With two small children and a growing business, I never had time to concentrate on our personal finances Now I know our bills are being paid on time and where our money is going ”

Learn About Financial Sense & Our Team

We’re here for you Our team of experts works on your behalf to provide financial clarity

What is a Daily Money Manager?

A daily money manager is a person, or in our case, a full team that manages your day-to-day finances This includes paying bills, tracking cash flow, organizing records and providing reports Your daily money manager: Pays your bills regularly on time Tracks where your money is coming from and where it is going Creates budgets… A decrease in household expenses has the same effect on your pocket book as an…

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The Cash vs. Card Debate

We typically encourage our clients to obtain a highly rated credit card that offers either…